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Helping Animals in Need Just Feels Right

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Sabrina, Joan’s beloved companion today

Outside our Animal Community Center, the tribute bricks near our fountain each tell a story of love. Joan Coffman’s bricks—one in memory of Sidney, Bailey, and Chelsey, and a second beside it for her mother and a beloved cat named Toahla Bianca—illustrate the impact HSSV has had over much of Joan’s life.

Born and raised in Santa Clara, Joan remembers our shelter on Lafayette Street as a kid; once an adult, when she had a backyard of her own, she adopted her own “family” from HSSV—a cat, Sidney, and two large dogs, Bailey and Chelsey. Over the years, she experienced our positive evolution and impact on the community.

“I have seen the amazing change the shelter has gone through after the move to Milpitas because of support from many wonderful people,” Joan says.

On her inspiration for supporting HSSV, Joan says, “Donating is a great stress-reliever, because I know what good it’s doing.”

That good feeling was even stronger with her recent generous gift to our Regional Rescue program, with a match by Sue and John Diekman. “Knowing my contribution would be doubled and do twice as much good was a big incentive,” Joan says. “And I know that by supporting HSSV, I’m also supporting other shelters.”

Today Joan shares her home with her Shepherd/Boxer mix, Sabrina. “I wish everyone could enjoy the unconditional love of a pet in their home,” she says. But if they can’t, Joan hopes they will support organizations like HSSV to ensure these animals ultimately find a loving home.

“I encourage everyone to tour the shelter, and see the beautiful, colorful environment that was created for these wonderful animals while they wait for their forever homes,” she says. “The employees and volunteers are amazing and it shows how much good work is being done.”

Make a Lasting Difference

Visit our website or contact the Office of Planned Giving at 408.262.2133, Ext. 198 or to explore the many great ways you can help secure a brighter future for pets who need a forever home.

A charitable bequest is one or two sentences in your will or living trust that leave to Humane Society Silicon Valley a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to the HUMANE SOCIETY SILICON VALLEY [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HSSV or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HSSV where you agree to make a gift to HSSV and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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